-0.7%
PLD vs EXPE
+46.0%
-46.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.3% |
| 7D | +1.3% | -0.5% | +1.8% | +1.4% |
| 30D | -1.4% | -6.1% | +4.7% | -0.7% |
| 3M | -8.2% | -21.3% | +13.2% | -4.9% |
| 6M | -8.0% | +19.0% | -27.0% | -12.0% |
| YTD | +3.2% | -8.4% | +11.6% | +2.4% |
| 1Y | +7.0% | -2.8% | +9.8% | +4.7% |
| 3Y | +38.3% | +120.8% | -82.5% | +8.6% |
| All | -0.7% | +46.0% | -46.7% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EXPE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling